WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹1222 Cr | ₹1238 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Feb 2023 | 27 Sep 2016 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 0.0% | 260% |
| Expense Ratio | 2.12 | 2.18 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01720 | INF247L01585 |
| Exits Load | WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.66% | -5.9% |
| 6 Month | 0.87% | -6.18% |
| 1 Year | 12.98% | 0.95% |
| 3 Year | - | 8.22% |
| 5 Year | - | 8.35% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.52% | -4.49% |
| 3 Year | - | 10.65% |
| 5 Year | - | 9.91% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.51% | 9.37% |
| 3 Year | - | 8.11% |
| 5 Year | - | 8.34% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 9.95% |
| Sharp | - | 0.62% |
| Beta | - | 0.81% |
| Alpha | - | 2.75% |
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| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rakesh Shetty |
| Total AUM | ₹5379 Cr | ₹33886 Cr |
| Fund Manage | 9 | 19 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.46 | 17.11 |
| Small Cap | 9.67 | 28.37 |
| Large Cap | 52.26 | 16.73 |
| Mid Cap | 6.65 | 37.81 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.46 | 17.11 |
| Realty | 0.2 | - |
| Petroleum Products | 3.55 | - |
| IT - Software | 5.36 | 2.43 |
| Pharmaceuticals & Biotechnology | 5.39 | 1.05 |
| Construction | 2.41 | 1.02 |
| Finance | 4.63 | 14.99 |
| Consumer Durables | 2.12 | 0.58 |
| Non - Ferrous Metals | 2.15 | - |
| Banks | 14.49 | 6.65 |
| Healthcare Services | 0.55 | - |
| Electrical Equipment | 1.72 | - |
| Auto Components | 0.45 | 17.7 |
| Cement & Cement Products | 0.66 | - |
| Ferrous Metals | 0.44 | - |
| Leisure Services | 0.16 | 2.37 |
| Personal Products | 1.13 | - |
| Industrial Products | 0.71 | - |
| Automobiles | 2.03 | 0.55 |
| Insurance | 1.51 | 11.99 |
| Beverages | 0.45 | - |
| Healthcare Equipment & Supplies | 0.65 | - |
| IT - Services | 0.82 | 6.95 |
| Food Products | 1.75 | - |
| Aerospace & Defense | 0.74 | - |
| Oil | 0.68 | - |
| Chemicals & Petrochemicals | 0.71 | - |
| Capital Markets | 3.82 | - |
| Telecom - Services | 1.88 | - |
| Financial Technology (Fintech) | 0.28 | 2.94 |
| Metals & Minerals Trading | 1.45 | - |
| Transport Services | 0.49 | - |
| Retailing | 2.78 | 9.33 |
| Household Products | 0.52 | - |
| Power | 1.69 | - |
| Commercial Services & Supplies | 0.21 | - |
| Transport Infrastructure | - | 4.36 |
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